Jake Tyndall Email & Phone Number
Director of New Business @ CreativeOne Securities
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Jake Tyndall Location
- Kansas City, MO, US
Jake Tyndall Work
- 2022 -now Director of New Business @
- 2017 -2022 New Business Recruiter and Onboarding Manager @
- 2014 -2016 Trade Review Principal @ VSR Financial Services
- 2011 -2014 Trader and Principal @ VSR Financial Services
- 2011 -2011 Senior Client Account Specialist @ Waddell and Reed Inc
- 2004 -2010 Senior Brokerage Specialist and Client Specialist @ American Century Investments, Inc
- 2005 -2008 Treasurer and Financial Officer @ Bacchus Foundation
- 2003 -2003 Financial Services Associate @ Prudential Financial Inc
Jake Tyndall Education
- Webster University
Masters of Science (Finance 2010)
2007-2009 - Texas A&M University - College
Bachelor of Arts (Speech Communications 2002; Organizational Communications)
2000-2002
Jake Tyndall Skills
- Operations Management
- Statistical Data Analysis
- Presentation Skills
- Business Relationship Management
- Back Office Operations
- Securities Regulation
- Data Analysis
- Service Operations
- Strategic Thinking
- Oral Communication
- Sales Processes
- Positioning (Marketing)
- Marketing Presentations
- Sales and Marketing
- Client Relations
- Interpersonal Skills
- Training
- Organizational Leadership
- Negotiation
- Problem Solving
- Communication
- Financial Software
- Client Liaison
- Investments
- Client Onboarding
- Portfolio Management
- Wealth Management
- Securities
- Financial Services
- Financial Analysis
- Finance
- Risk Management
- Trading
- Asset Management
- Series 7
- Investment Advisory
- Fixed Income
- Derivatives
- Investment Strategies
- Management
- Supervision
- Regulatory Compliance
- Alternative Investments
- Customer Service
- Leadership
- Analysis
- Strategic Planning
- Project Management
- Series 63
- Financial Planning
- Strategic Financial Planning
- Financial Advisory
- Investment Management
- Retirement Planning
- Bonds
- Chartered Financial Analyst
- Sales
- Strategic Financial
- Asset Allocation
- Microsoft Excel
- FINRA
- Microsoft Office
- Mutual Funds
- Strategy
- Financial Operations
- Equities
Jake Tyndall Summary
- Jake Tyndall, based in Kansas City, MO, US, is currently a Director of New Business at CreativeOne Securities. Jake Tyndall brings experience from previous roles at Client One Securities, LLC, VSR Financial Services and Waddell and Reed Inc. Jake Tyndall holds a 2007 - 2009 Masters of Science in Finance 2010 @ Webster University. With a robust skill set that includes Operations Management, Statistical Data Analysis, Presentation Skills, Business Relationship Management, Back Office Operations and more. Jake Tyndall has 2 emails and 3 mobile phone numbers on RocketReach.
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